PIA
Powell Investment Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.58M | Buy |
5,304
+503
| +10% | +$244K | 0.97% | 18 |
|
|
2025
Q1 | $2.56M | Hold |
4,801
| – | – | 1.26% | 12 |
|
|
2024
Q4 | $2.18M | Hold |
4,801
| – | – | 1.01% | 16 |
|
|
2024
Q3 | $2.21M | Buy |
4,801
+241
| +5% | +$111K | 1.03% | 16 |
|
|
2024
Q2 | $1.86M | Buy |
4,560
+125
| +3% | +$50.9K | 0.96% | 16 |
|
|
2024
Q1 | $1.87M | Buy |
4,435
+187
| +4% | +$78.6K | 0.98% | 15 |
|
|
2023
Q4 | $1.52M | Hold |
4,248
| – | – | 0.84% | 19 |
|
|
2023
Q3 | $1.49M | Hold |
4,248
| – | – | 0.89% | 18 |
|
|
2023
Q2 | $1.45M | Hold |
4,248
| – | – | 0.85% | 20 |
|
|
2023
Q1 | $1.31M | Hold |
4,248
| – | – | 0.73% | 21 |
|
|
2022
Q4 | $1.31M | Hold |
4,248
| – | – | 0.76% | 23 |
|
|
2022
Q3 | $1.13M | Buy |
4,248
+97
| +2% | +$25.9K | 0.74% | 19 |
|
|
2022
Q2 | $1.13M | Buy |
4,151
+1,480
| +55% | +$404K | 0.69% | 21 |
|
|
2022
Q1 | $943K | Buy |
2,671
+916
| +52% | +$323K | 0.55% | 24 |
|
|
2021
Q4 | $525K | Hold |
1,755
| – | – | 0.3% | 47 |
|
|
2021
Q3 | $479K | Hold |
1,755
| – | – | 0.3% | 50 |
|
|
2021
Q2 | $488K | Sell |
1,755
-356
| -17% | -$99K | 0.3% | 44 |
|
|
2021
Q1 | $539K | Hold |
2,111
| – | – | 0.35% | 40 |
|
|
2020
Q4 | $489K | Hold |
2,111
| – | – | 0.37% | 41 |
|
|
2020
Q3 | $450K | Hold |
2,111
| – | – | 0.39% | 40 |
|
|
2020
Q2 | $377K | Buy |
2,111
+230
| +12% | +$41.1K | 0.36% | 47 |
|
|
2020
Q1 | $344K | Hold |
1,881
| – | – | 0.42% | 50 |
|
|
2019
Q4 | $426K | Buy |
+1,881
| New | +$426K | 0.44% | 48 |
|